- Deloitte (Midland, MI)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 -… more
- Deloitte (Grand Rapids, MI)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 -… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and ... to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One… more